ProVise Management Group’s Stride LRN Stock Holding History

ProVise Management Group’s Portfolio LRN Stock Details LRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,859	Closed	-$229K	–	324
2023 Q4	$229K	Buy	+3,859	New	+$211K	0.02%	309

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ProVise Management Group's LRN Position: Q1 2024 in Review

ProVise Management Group sold out of Stride (LRN) in Q1 2024, closing a stake of 3,859 shares — an estimated $229K sold.

ProVise Management Group first reported a position in LRN in Q4 2023 and held it in 1 quarter. The position peaked at $229K in Q4 2023. 309 funds tracked by Wall St. Rank hold LRN as of Q1 2024.

ProVise Management Group reported no remaining Stride position as of Q1 2024 after selling out during the quarter.
ProVise Management Group sold 3,859 Stride shares in Q1 2024, an estimated $229K.
ProVise Management Group first reported a position in Stride in Q4 2023 and held it in 1 quarter.
ProVise Management Group's Stride position peaked at $229K in Q4 2023.
309 funds tracked by Wall St. Rank held Stride as of Q1 2024.

Based on ProVise Management Group's 13F filing for Q1 2024, filed 9 May 2024.